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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Company Description

Tarr, LLC is a full-service independent distributor of chemicals, dedicated to superior service and innovation. Headquartered in Portland, Oregon, with additional facilities in the Pacific Northwest and Phoenix, the company provides tailored solutions to customers across the western U.S. and the Pacific Rim. Tarr delivers 95% of orders through its own fleet, ensuring efficiency and reliability. As a founding member of OmniChem and an ISO 9001:2015 certified organization, Tarr prioritizes quality and environmental safety. With over half a century of expertise, Tarr remains committed to being a leading independent chemical distributor on the West Coast.

Role Description

Perform duties necessary to monitor accurate tracking and valuation of product inventory. Includes other duties related to inventory consisting of reporting, analysis, and support and training for other staff.

Duties and Responsibilities

• Responsible for managing the Inventory Master file and ensuring compliance to policy and procedure. Reviewing for consistency and identification of discontinued products.
• System Administration for the Warehousing and Manufacturing Modules of the ERP.
• Data Extraction from ERP System for Inventory Transactions and Troubleshooting.
• Set up of new process in ERP system for tracking of Inventory. System enhancements, updates, and conversions.
• Prepares and directs routine cycle counts of specific inventory products and consumable supply items. This includes all ethanol inventories required for external reporting compliance at least monthly.
• Directs full physical count of all inventories (Finished Good, Raw Materials, Packaging, and Consumable Supply Items) on a scheduled basis. Reconciles physical count to perpetual count in accounting system. Requires travel to facilities.
• Research with operations reported or identified inventory discrepancies to determine root cause and process improvements for product quantities and costing.
• Responsible to determine the need to make adjusting transactions to correct inventory balances, correcting either on hand quantities and/or average cost as needed, ensuring lot numbers and representation in transaction history is properly documented.
• Prepares and reviews the Dead Stock/Slow Moving/NC Report and works with operations to formulate a game plan for the use or disposal of the products.
• Responsible for maintenance of product formulas and their revisions in the ERP system at the direction of production, sales, and/or quality control. This includes the listing of specific work instructions and process/product related notations.
• Responsible for understanding tracking and reporting requirements of TTB and preparation of monthly ethanol flow reports.
• Sets up new products, blend products and packaging items applying standard procedures for required fields in ERP system. Verifies that existing product codes do not already exist and explores other options like the addition of a formula version or a customer-product as an alternative. Distributes product information and product codes to sales, purchasing, compliance and customer service.
• Routinely reviews labor and overhead costing rates and application to production formulas. Through observation and discussion with operations and sales personnel, tracks and analyze the labor, analytical costs, other consumable elements associated with completion of production activities.
• Confers and coordinates with CFO and other interested parties to prepare for absorption rate changes.
• Provides training, support and backup as needed to employees interacting with inventory transactions from Receiving to Invoicing, and product returns for all facilities.
• Audits inventory related transactions to ensure proper recording in system, to include receivers, production posting, location transfers, lot identification and labeling.
• Works with various departments, including Purchasing, Production, Accounts Payable and General Ledger to resolve inventory processing questions and issues.
• Conduct root cause analysis to identify when more information is required and where processes can be improved.
• Assists Sales and Management with various reports and information when needed for gross margin impact.
• Monthly Inv Variance/PPV/Disposal/Freight Variance Recons
• Must comply with all company safety, quality and environmental standards.
• Works within the Tarr Systems Manual built upon the framework of ISO 9001 Quality Management System and Responsible Distribution Process requirements.
• Performs other duties as assigned by management.

This description reflects the general details considered necessary to describe the principal functions of the job identified for the purpose of job evaluation. It should not be construed as a detailed description of all work requirements that may be inherent in the job, nor should it be construed as giving exclusive title to every function described.

Qualifications

• Accounting Education – minimum two-year associates degree or equivalent work experience with perpetual computerized inventory and product costing.
• Work experience with inventory management systems in automated lot-controlled batch manufacturing environment, where troubleshooting inventory accuracy and standard product costing were prevalent responsibilities.
• Intermediate to Excellent skills with Microsoft Office products including word, excel and outlook email required. Extracting Data from Tables, creating Pivot Tables, VLookups.
• Experience with ERP Systems, integrated computer systems to include order entry, inventory control, and production modules is required.
• Previous experience and knowledge of excise taxes preferred.
• Willing to travel to other sites or conferences on a scheduled basis.
• Requires solid math aptitude, calculating avg unit cost and conversion factors.
• Must possess problem-solving, troubleshooting, and accounting reconciliation skills.
• Ability to work with little supervision while handling multiple priorities.
• Ability to prioritize workload and utilize time management skills to meet deadlines.
• Detail oriented with an acumen for accuracy and thoroughness.
• Excellent oral and written communication skills and etiquette over the phone, email, meetings, and individually with others.
• Chemical product knowledge preferred and/or a willingness to learn required.
• Positive, personable, demonstrating a professional demeanor and appearance.

The Executive Administrative Assistant serves as a trusted partner to the President. This role provides high-level administrative, organizational, and strategic support to ensure the President operates efficiently, stays focused on top priorities, and is fully prepared to lead the business.

This individual must exercise sound judgment, maintain the highest level of confidentiality, anticipate needs before they arise, and create order in a fast-paced, high-responsibility environment. The ideal candidate is proactive, detail-oriented, technologically advanced, and thrives in a role where excellence and discretion are expected daily.

Essential Duties and Responsibilities:

Executive Support & Foresight-

· Serve as a strategic gatekeeper and trusted partner to the President.

· Anticipate needs, identify potential conflicts, and proactively resolve scheduling or operational issues before they arise.

· Prepare the President for meetings by organizing agendas, briefing documents, reports, and background materials.

· Track follow-ups, action items, and key priorities to ensure accountability and execution.

· Maintain strict confidentiality regarding company strategy, financials, personnel matters, and leadership discussions.

Calendar & Time Management-

· Own and manage a complex, ever-changing executive calendar.

· Prioritize meeting requests in alignment with company goals and EOS structure.

· Coordinate internal leadership meetings, Level 10 meetings, quarterly sessions, and strategic planning events.

· Ensure proper buffer time, travel time, and preparation time are built into schedules.

Communication & Coordination-

· Act as a professional liaison between the President and department heads, employees, partners, and external stakeholders.

· Draft, edit, and proofread professional communications on behalf of the President.

· Ensure follow-through on executive directives and maintain organized documentation of key communications.

Travel & Logistics-

· Coordinate all travel arrangements including flights, lodging, transportation, and itineraries.

· Prepare detailed travel agendas with meeting times, addresses, confirmations, and contingency plans.

· Manage expense reporting and reconciliation accurately and timely.

Reporting & Advanced Excel Work-

· Create and maintain executive-level reports, dashboards, and tracking tools.

· Utilize advanced Excel formulas (e.g., VLOOKUP/XLOOKUP, pivot tables, IF statements, nested formulas, data analysis tools) to analyze and present operational and financial data.

· Assist in preparing board-level or strategic financial and operational summaries.

Organization & Documentation-

· Maintain highly organized digital and physical filing systems.

· Develop systems and processes that improve executive efficiency and reduce administrative friction.

· Safeguard sensitive records and ensure proper document control.

Project & Initiative Support-

· Assist with cross-departmental projects as directed by the President.

· Help coordinate leadership events, offsite meetings, and company-wide initiatives.

· Support special projects requiring discretion, research, and structured execution.

Qualifications and Skills:

· Demonstrated experience supporting a senior executive (President, CEO, or business owner preferred).

· Exceptional organizational and time management skills with the ability to anticipate needs.

· Advanced proficiency in Microsoft Office, especially Excel (advanced formulas, pivot tables, and reporting required).

· Strong listening, writing, and verbal communication skills.

· High level of discretion and ability to handle confidential information with integrity.

· Ability to think critically, solve problems independently, and make sound decisions.

· Detail-oriented with a focus on accuracy and quality.

· Strong sense of ownership and follow-through.

· Ability to manage multiple activities simultaneously in a fast-paced environment.

· Highly proficient in navigating among multiple systems and platforms simultaneously.

· A commitment to delivering exceptional internal customer service.

· Alignment with ConEquip’s core values: Character, Integrity, Wisdom, Diligence, and Humility & Grace.

Education and Experience:

· 5+ years of executive-level administrative support experience required.

· Experience supporting a business leader with multiple direct reports is preferred.

· Degree in business administration, management, or related field (preferred).

· An equivalent combination of education, experience, or training may be considered.

Why ConEquip?

Founded in 2008, ConEquip Parts has become a leader in the heavy construction parts industry by blending grit with high standards. Our mission—“A World of Parts with a Personal Touch”—extends to our team culture, where results are rewarded, growth is encouraged, and autonomy is respected.

We were named a Best Place to Work in WNY because we’re serious about employee development, mutual accountability, and shared success!

Apply today if you’re ready to turn your drive into income and your ambition into career growth!

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